Partners In Financial Planning Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Partners In Financial Planning disclosed 130 stock positions valued at approximately $659.52M as of quarter-end June 30, 2026. The largest holdings include VANGUARD TOTAL BOND MARKET ETF, VANGUARD GROWTH ETF, and VANGUARD VALUE ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 130
- Portfolio Value
- $659.52M
Holdings by Sector
Partners In Financial Planning Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET ETF | BND | Other | 11.83% | 1,063,064 | +16,492 | +1.58% | $78,039,507 |
| VANGUARD GROWTH ETF | VUG | Other | 10.77% | 824,863 | +688,517 | +504.98% | $71,053,732 |
| VANGUARD VALUE ETF | VTV | Other | 9.90% | 299,573 | -7,615 | -2.48% | $65,285,907 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | BNDX | Other | 9.46% | 1,288,435 | +51,846 | +4.19% | $62,399,660 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 8.34% | 771,756 | -17,718 | -2.24% | $54,987,630 |
| VANGUARD SHORT-TERM BOND ETF | BSV | Other | 5.78% | 488,983 | +11,609 | +2.43% | $38,096,699 |
| VANGUARD SMALL-CAP GROWTH ETF | VBK | Other | 3.67% | 66,268 | -567 | -0.85% | $24,234,390 |
| VANGUARD SMALL CAP VALUE ETF | VBR | Other | 3.67% | 99,603 | -2,286 | -2.24% | $24,202,467 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 2.74% | 302,899 | -2,962 | -0.97% | $18,080,061 |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | VSS | Other | 2.46% | 105,235 | -493 | -0.47% | $16,236,745 |
| VANGUARD REAL ESTATE ETF | VNQ | Other | 2.36% | 161,235 | +3,713 | +2.36% | $15,551,520 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | Other | 2.22% | 291,107 | +1,132 | +0.39% | $14,668,868 |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | Other | 2.01% | 262,359 | +25,754 | +10.88% | $13,270,107 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 2.00% | 35,649 | +548 | +1.56% | $13,191,710 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | Other | 1.78% | 110,184 | +7,983 | +7.81% | $11,731,336 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | VCIT | Other | 1.26% | 100,930 | +3,556 | +3.65% | $8,341,873 |
| VANGUARD S&P 500 ETF | VOO | Other | 1.14% | 10,928 | +9 | +0.08% | $7,505,572 |
| ISHARES NATIONAL MUNI BOND ETF | MUB | Other | 1.04% | 63,857 | -490 | -0.76% | $6,872,306 |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | SPYG | Other | 0.75% | 41,432 | -1,395 | -3.26% | $4,930,048 |
| VANGUARD MID-CAP ETF | VO | Other | 0.69% | 56,442 | +42,362 | +300.87% | $4,547,562 |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | SPYV | Other | 0.65% | 70,630 | +472 | +0.67% | $4,293,602 |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | Other | 0.64% | 51,454 | +1,603 | +3.22% | $4,233,138 |
| VANGUARD EXTENDED MARKET ETF | VXF | Other | 0.58% | 15,612 | -359 | -2.25% | $3,843,841 |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | SPEM | Other | 0.56% | 71,590 | +329 | +0.46% | $3,706,936 |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | SLYV | Other | 0.52% | 31,729 | +8 | +0.03% | $3,461,937 |
| VANGUARD U.S. MULTIFACTOR ETF | VFMF | Other | 0.52% | 19,325 | -7 | -0.04% | $3,419,910 |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | Other | 0.50% | 65,618 | +3,617 | +5.83% | $3,320,256 |
| VANGUARD LARGE-CAP ETF | VV | Other | 0.45% | 8,718 | +12 | +0.14% | $2,998,052 |
| NORFOLK SOUTHN CORP COM | NSC | Industrials | 0.45% | 9,376 | - | - | $2,949,596 |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | SPAB | Other | 0.41% | 106,260 | +1,025 | +0.97% | $2,711,767 |
Showing 30 of 130 holdings in the latest reporting period.